Watch Pipedrive Automation: Getting Started Tutorial (2026) Video Tutorial

If your sales process relies on your team remembering what to do next, it's already broken. Need help with Pipedrive? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/pipedrive In this tutorial, you'll learn how to get started with Pipedrive automations so your CRM can automatically guide your sales process. We walk through how automations work in Pipedrive, how to build your first workflow, and how to create follow-up activities automatically when deals move through your pipeline. You'll also see some of the real automations we use at MinorCo to eliminate mistakes, improve follow-up, and make sure deals never fall through the cracks. In this video you'll learn: • How Pipedrive automations work • Event triggers vs date-based triggers • How to create your first automation step-by-step • Using conditions and if/else logic • Automatically creating follow-up activities • Sending automated emails from Pipedrive • Real automations we use in our own CRM If you're only using Pipedrive to track deals and notes, you're missing one of the most powerful features in the platform. Automations turn your CRM into a system that tells your team what to do next. If you'd like help setting up Pipedrive properly, book a call with us below. 0:00 Why sales processes fail without automation 0:27 What Pipedrive automations can do 0:43 Where to find automations in Pipedrive 1:20 Event triggers vs date-based automations 2:28 Building your first automation 3:20 Adding conditions to automations 4:45 Using if/else logic for smarter workflows 6:30 Creating automated follow-up activities 8:15 Sending automated emails in Pipedrive 11:00 Testing your automations properly 13:07 Example automation: follow-ups after proposals 14:48 Real automations we use at MinorCo 17:25 When to use Zapier or Make instead 18:00 Final thoughts Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request-a-quote/ Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Pipedrive to the next level » https://minorco.com/pipedrive Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter